Expense Tracking

Track sales and account management expenses per account for Cost to Acquire Client calculations.

Overview

Expenses can be logged on any account — meals, travel, gifts, events, software, marketing, or other. They feed into the Cost to Acquire Client (CAC) report and can be tracked per deal or per playbook enrollment.

Logging Expenses

Expenses can be logged in two ways:

• During playbook step completion: When completing a step in Focus Mode, enter the expense amount and notes alongside the time spent
• Direct logging: Use the expense tracking on the account to add standalone expenses with category, amount, date, and optional receipt

Categories

• Meal — Client lunches, dinners
• Travel — Mileage, flights, hotels
• Gift — Client gifts
• Event — Conferences, seminars
• Software — Demo licenses, trial tools
• Marketing — Collateral, swag
• Other

CAC Report

Total expenses per account are available in Reports → Cost to Acquire Client. The report shows CAC alongside MRR to calculate payback period: how many months of revenue it takes to recoup the acquisition cost.